Proposal pack builder

Paste a transcript below and Claude will create the follow-up email copy plus the PDF proposal pack. Anything missing is flagged with a red asterisk for you to handle by hand.

Paste your call transcript

Drop in the whole transcript from Fathom (or any other recorder). One click and the form fills in.

Email copy to paste

This is the warm follow-up message for Gmail. The PDF is the attached proposal pack.

Or paste a pre-built JSON brief (advanced)

For when you already have a JSON brief somewhere. Otherwise stick with the transcript box above.

The family

Family surname

First name (recipient)

The subject

Subject's name

Relationship

Age (optional)

Email opening

Warm opening for the email (3-5 sentences) Key things shared (one per line)

The recommendation

Recommended package Why this package (2-3 sentences) A note on timing (optional)

Photo upload link

Dropbox File Request URL

Leave blank to hide the photos panel from the document.

Live preview · PDF proposal pack

Private tool passcode